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ADARE ASSET MANAGEMENT, LLC
CRD 152471 · SEC 801-124714
1853 WILLIAM PENN WAY, SUITE 14, LANCASTER, PA, 17601, United States
Phone
717-435-9386
Fax
717-344-5420
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$159.3M
Discretionary AUM
$151.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.5M |
| High net worth individuals | 63 | $144.6M |
| Insurance companies | 1 | $3.9M |
| Corporations/business entities | 6 | $6.3M |
States served
PA
Official SEC filing: View on IAPD